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Features

  • Item categories - The item form and item list now show a Category field, and you can filter the item list by category.
  • Searchable artifacts menu - The copilot’s artifacts menu is now searchable, making it faster to find a specific artifact in a long list.
  • Reversal journal entry links - A reversal journal entry now links back to the original entry it reverses, so you can trace the relationship directly from the record.
  • Multi-select transaction type filter - The Transaction Type filter on vendor payment Open Transactions now supports selecting multiple types at once instead of only one.
  • Required record prefixes - Record numbering settings now block saving when you leave a prefix empty and show a validation error instead.
  • Company prefix section for record numbering - When per-company numbering is enabled, you can search, get suggestions, and bulk-save short codes for company prefixes.
  • Cash Flow column picker - The Cash Flow report now uses the same pivot-icon column picker as the Income Statement and Balance Sheet for a consistent experience.
  • New Owner drawer reorder - The New Owner drawer now asks for the Company first and automatically suggests a name based on it, saving you from typing the name twice.
  • Push data toggle tooltip - The allow push data toggle now has a helper tooltip explaining what enabling it does.
  • Transaction monitor vendor exclusion - You can now exclude specific vendors from a transaction monitor to reduce noise from frequent, similar payments, such as ad platform charges.
  • General Ledger report audit columns - The General Ledger report now includes Created By, Last Approved By, and Last Approved Date columns.
  • General Ledger report shipping address columns - The General Ledger report now includes shipping address columns for address line 1 and 2, city, state, ZIP, and country.
  • Summary Reports line customer/vendor column - Summary Reports now support adding a Line Customer/Vendor column.
  • Owner restore - You can now restore a soft-deleted owner and its ownership records instead of recreating them.
  • Invoice exchange rate auto-calculation - The public API now automatically calculates the exchange_rate for an invoice when you omit it from the request.
  • SFTP upload history - Bank connections configured via SFTP now show a history tab tracking file pickups and uploads.
  • Account mapping class in migrations - You can now assign a class when mapping accounts during a migration.

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Fixes

  • Copilot artifact loading - Fixed an issue where the “Draft Intercompany Journal Entry” artifact failed to load with a “We had a problem loading this artifact” error.
  • Copilot chat prompt styling - Unified the visual elevation of the chat prompt across the copilot interface.
  • Copilot view-only send errors - The copilot now explains why sending a message fails when you only have view-only access.
  • Copilot markdown links - Fixed the styling of markdown links rendered in copilot responses.
  • Scheduled agent drawer overlay - Fixed an issue where opening a scheduled agent drawer could affect the overlay state of other open drawers.
  • Scheduled agent interval floor - The scheduling interval picker now requires at least one hour between runs, matching what the system supports, and automatically adjusts any shorter saved schedules.
  • Approval list column overlap - Fixed an issue where the Type column could overlap the Number column when you resized the first column narrow on the Approval and For Approval tabs.
  • Account mapping class selection - Fixed an issue where the selected DualEntry class was lost during account mapping.
  • Company payments tab layout - Aligned the padding on the company Payments tab with other tabs and removed an initial loading jump.
  • Company allocation with sparse lines - Fixed an error that could occur when a cross-company allocation form contained empty line entries.
  • Project customer field on edit - Fixed an issue where editing a form with no associated company could incorrectly clear the linked customer.
  • Payment information validation - Fixed an issue where clearing a required rich-text field left it appearing valid, allowing it to pass validation incorrectly.
  • Profile edits after save - Profile changes now appear immediately after saving instead of lagging behind.
  • Kebab menu edit navigation - Fixed broken edit links from the kebab menu after a save redirected to a different list path.
  • Command input width - Long command inputs on the management page no longer stretch the page layout.
  • Meld host modal on bank connection close - Fixed an issue where closing the bank connection provider left an empty modal open.
  • Content security policy for email links - Fixed a content security policy violation that blocked mailto links.
  • Field mapping save - Saving a field mapping configuration now correctly saves the entire configuration instead of a partial update.
  • Copilot journal entry creation - Fixed an issue where the copilot could not create invoices or journal entries, and improved reclassification suggestions to weight expense debits correctly.
  • Cash Flow report export error - Fixed an error that could prevent the Cash Flow report from exporting for certain date ranges.
  • Effective Ownership export zero split - Fixed an issue where the Effective Ownership export could show a false zero split for a company with no controlling chain.
  • Effective Ownership soft-deleted owners - Fixed an issue where a soft-deleted owner with live ownership records could cause Setup validation, Allocation, and Effective Ownership to disagree with each other.
  • Manual FX rounding mismatch - Fixed a rounding mismatch between dashboard widgets and reports when using manual FX rates.
  • Financial account organization scope - Fixed an issue where updating a financial account in the chart of accounts could bypass organization scoping.
  • Invoice validation error item name - Validation errors on sales order items now show the item name instead of the item ID.
  • Vendor search in For Approval tab - Fixed an issue where searching for a vendor did not return existing records on the For Approval tab.
  • QuickBooks Online migration - Fixed an issue affecting QuickBooks Online migrations.
Last modified on August 31, 2026